Fundsmith LLP
LONDON, X0 · CIK 0001569205
Portfolio Value: $10.33B
Positions: 17
Period: 2017-09-30
Filed: 2017-11-14
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Portfolio Value
$10.33B
Positions
17
New
0
Increased
11
Decreased
6
Sold Out
10
Fundsmith LLP Q3 2017 13F Filing Summary
Fundsmith LLP (LONDON, X0) reported a portfolio value of $10.33B across 17 positions in their Q3 2017 SEC 13F filing (period ending 2017-09-30). Top holdings include IEX ($1.58B), MSFT ($817.99M), BARD ($807.23M). The top 10 positions account for 76.2% of the portfolio. This quarter saw 11 increases, 6 reductions, 10 complete exits. Notable exits: PYPL, BEKE, ORCL.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | IEXIDEXX LABS INC COM | $1.58B | 15.34% | +315.9% |
| 2 | MSFTMICROSOFT CORP COM | $817.99M | 7.92% | +3.3% |
| 3 | BARD COM | $807.23M | 7.82% | -0.7% |
| 4 | WATWATERS CORP COM | $778.55M | 7.54% | +13.6% |
| 5 | SYKSTRYKER CORP COM | $725.48M | 7.02% | -0.0% |
| 6 | PMPHILIP MORRIS INT INC COM | $698.89M | 6.77% | +19.3% |
| 7 | AAPLDR PEPPER SNAPPLE GROUP INC COM | $661.73M | 6.41% | +41.5% |
| 8 | PEPPEPSICO INC COM | $621.70M | 6.02% | +4.2% |
| 9 | ADPAUTOMATIC DATA PROCESSING COM | $605.41M | 5.86% | +7.3% |
| 10 | JNJJOHNSON & JOHNSON COM | $566.06M | 5.48% | +7.3% |
| 11 | MMM3M CO COM | $548.14M | 5.31% | +21.4% |
| 12 | VVISA INC COM CL A | $545.35M | 5.28% | -0.0% |
| 13 | BDXBECTON DICKINSON AND CO COM | $445.65M | 4.32% | -0.0% |
| 14 | ELLAUDER ESTEE COS INC CL A | $408.87M | 3.96% | -0.0% |
| 15 | INTUINTUIT COM | $310.90M | 3.01% | +100.4% |
| 16 | CLCOLGATE PALMOLIVE CO COM | $181.23M | 1.75% | +17.7% |
| 17 | MARMARRIOTT INTL INC NE CL A | $20.32M | 0.20% | -0.0% |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
IEXIDEXX LABS INC | $1.58B | 18,492,918 | +315.9% |
MSFTMICROSOFT CORP | $817.99M | 11,076,335 | +3.3% |
WATWATERS CORP | $778.55M | 4,355,756 | +13.6% |
PMPHILIP MORRIS INT INC | $698.89M | 6,251,789 | +19.3% |
AAPLDR PEPPER SNAPPLE GROUP INC | $661.73M | 7,489,891 | +41.5% |
PEPPEPSICO INC | $621.70M | 5,560,322 | +4.2% |
ADPAUTOMATIC DATA PROCESSING | $605.41M | 5,553,237 | +7.3% |
JNJJOHNSON & JOHNSON | $566.06M | 4,374,191 | +7.3% |
MMM3M CO | $548.14M | 2,615,924 | +21.4% |
INTUINTUIT | $310.90M | 2,184,854 | +100.4% |
CLCOLGATE PALMOLIVE CO | $181.23M | 2,477,902 | +17.7% |